Investing for your furture

Savings & Investments

Whether you are looking to build a nest egg or you would like to save/invest for a major purchase like private education; whether you have a lump sum to invest or you are looking to make regular contributions, we can help.

We will work with you to establish your aims and objectives, your time frame for various goals and your attitude towards risk. With our experience and sophisticated planning & modelling tools, we design bespoke solutions that meet your goals and objectives, taking into consideration tax treatments of the various investments products.

As part of our savings & investment planning, we consider

  • Your existing assets such as property, cash savings and investments.
  • Your timeframe for your investment goal.
  • Your attitude to investment risk.
  • Your Capacity for loss.
  • Your tax allowances and the most tax efficient products available to you.

Some of the products we use

  • Stocks & Shares ISAs
  • Ethical Investment Funds
  • Investment Bonds
  • Enterprise Investment Schemes (EIS)
  • Collective Investments
  • Venture Capital Trusts (VCT)
  • Business Relief Schemes
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The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.

Tax treatment is based on individual’s unique circumstances.

Tensor Financial Planning is a trading style of Apex Mortgage Advice Limited (FCA Register number 589093) which is an appointed representative of Julian Harris Financial Consultants, authorised and regulated by the Financial Conduct Authority No. 153566.

Apex Mortgage Advice Limited is registered with Companies House, Registered in Scotland, Registration Number SC426456. Registered Office: WestPoint, Office 217, 4 Redheughs Rigg, Edinburgh, EH12 9DQ.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK

Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

Please note that some mortgages such as commercial BTLs are not regulated by the FCA.

The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.

Tax treatment is based on an individual’s unique circumstances.

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